Message Templates
Message Templates
Section titled “Message Templates”Message templates define the content used for automated emails, SMS messages, and notifications sent by Vera.
Accessing Templates
Section titled “Accessing Templates”Navigate to Settings > Message Templates.
Template List
Section titled “Template List”Screenshot: The Message Templates grid showing the Name and System columns, with a mix of system templates (filled icon) and custom templates (empty icon).
The grid shows all templates with:
- Name - Template name/title
- System - A filled icon indicates a system template (built-in), an empty icon indicates a custom template
System templates are provided with Vera and serve as reference. Custom templates can be created and edited freely.
Template Structure
Section titled “Template Structure”Each template is composed of multiple parts:
- Header - Top section of the message
- Body - Main content area
- Footer - Bottom section
- Signature - Closing signature block
Each part has:
- HTML content (can include dynamic placeholders)
- Sort order (controls rendering sequence)
- Active/Visible toggles
- System flag (whether it’s a built-in or custom part)
Dynamic Placeholders
Section titled “Dynamic Placeholders”Templates support dynamic placeholders that are replaced with real data when sent. Common placeholders include:
- Customer name and contact details
- Job and invoice references
- Amounts and dates
- Links to view documents online
Editing Templates
Section titled “Editing Templates”Double-click a template in the grid to open the editor. Modify the HTML content of any part, reorder parts using sort order, and toggle parts on or off as needed.
Templates are used by:
- Workflow task actions (automatic emails on task completion)
- Invoice sending
- Purchase order sending
- CRM automation rules